Lists, Segments, and Profiles

Learn about the profiles in your account as well as how to create lists and segments.

  • 1,230 Topics
  • 3,388 Replies
Dov
Dov
solved this question

Facebook lead gen: adding emails to main list

Hi @KrisDaria,Thanks for sharing this question with us and welcome to the community! We’re so glad you’re here.Yes, this is completely possi...
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Dov
Dov
solved this question

Tips on back-populate with imported lists

Hi @Wanderist,Thanks for sharing this with us. Welcome to Klaviyo - we’re thrilled to have you on board with us!The answer here is yes! If y...
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Dov
Dov
solved this question

Self-Segment Poll

Hi @kbb,Thanks for sharing this question with us. And thank you @SeanMcC, for your ideas here. Hi The first thought I have here is how have...
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1230 Topics

H
Contributor I
HarrierContributor I
asked in Lists, Segments, and Profiles

Creating segments based on links clicked in email

Hi Everyone,I’m interested in improving our Welcome series of emails to make the journey more personalised for our subscribers. I would like to ask a simple question in the first email and provide two answer options. I would then like to segment the subscribers depending on which answer they choose - so we can then tailor the remainder of their welcome journey based on their interests.Does anyone know how I can set up this segmentation? Thanks,Mary

1
Spark Bridge Digital LLC
Partner - Gold
1 year ago
Erik-Gilpa
Problem Solver I
Erik-GilpaProblem Solver I
asked in Lists, Segments, and Profiles

Will a user go through my flow again if they sign up for another form that re-adds them to the List?

Hi there I have two signup forms on my website that are collecting emails to the same list.  One of the signup forms has a Profile Property “Hvalpebog” attached.  Is it possible that profiles that already is a member of the list, will receive another flow, when signing up again with the signup form with the Profile Property? Best Erik

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Taylor Tarpley
Community Manager
1 year ago
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Contributor I
BrothOfLifeContributor I
asked in Lists, Segments, and Profiles

Can I move the results of a segment into a list?

I have a new list created based on a facebook ad campaign. This list receive a very specific flow for a short period of time. Once the user has completed the flow and received no emails for 14 days, they are put in a segment. At this point, I want to add that segment to my MAIN Newsletter list. How can I do this?

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Taylor Tarpley
Community Manager
1 year ago
R
Contributor I
RivisaniContributor I
asked in Lists, Segments, and Profiles

OPT out question

Hi,I have had a business that had to be closed down and instead I am starting a new business within the same area. I would like to use my old list of customers and inform them about my new business so I wonder if I can import the customer list with an CSV file and in the first email sent out give them an opportunity to Opt out if they are not interested any more?I really hope someone can help me with this question.Have a nice day!Br Åsa 

2
R
Contributor I
1 year ago
S
Contributor I
spaceageContributor I
asked in Lists, Segments, and Profiles

How To Move Profiles To A List

I have multiple profiles in my newsletter that I want to move over to a different list. What is the easiest way to do this? How can I bulk move profiles from one list to another?

4
David To
Klaviyo Employee
1 year ago
T
Contributor I
TTheodoreContributor I
asked in Lists, Segments, and Profiles

Is there a way to identify multiple sign-ups from the same IP?

Hi everyone! In regards to users that abuse welcome forms and constantly keep entering using multiple different emails, is there a way to either identify, block or suppress further sign-ups from a specific IP? I’ve already identified 4 of their aliases via the codes they used but I want to double check my lists to see if they have any additional emails that have been recently submitted to gain more discount codes. Cheers, Theodore 

1
Taylor Tarpley
Community Manager
1 year ago
G
Contributor I
Game OnContributor I
asked in Lists, Segments, and Profiles

Is there a way to updating customer profiles with comments and notes?

Hi - Can anyone tell me how I add notes to a customer profile. For example a B2B customer with whom I have spoken, I wish to add a short note about when spoken to and actions. Many thanks  

1
Taylor Tarpley
Community Manager
1 year ago
A
Contributor II
applauseContributor II
asked in Lists, Segments, and Profiles

Can I receive notifications when people sign up for a form?

Can I receive notifications when people sign up for any form?If so, please let me know how to set it up.Thanks!

5
J
Contributor I
1 year ago
S
Contributor I
SarahRBContributor I
asked in Lists, Segments, and Profiles

Thousands of New Subscribers from Russia

Hello,My account has suddenly grown by nearly 6,000 new subscribers. It is being spammed by foreign email addresses, mostly Russian. Every minute there are hundreds being added.Can you please tell me how to:Stop them from subscribing? Remove all the fake subscribers quickly, eg. by country, without removing the genuine subscribers?Thank you so much for your help.Kind regards,Sarah.

2
Dov
1 year ago
I
Active Contributor I
IztokActive Contributor I
asked in Lists, Segments, and Profiles

Segment revenue

Is there a way to follow the revenue of a certain segment of profiles over all time? Thx

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Bobi N.
Partner - Platinum
1 year ago
J
Contributor I
JeremyLimSMContributor I
asked in Lists, Segments, and Profiles

How to generate no accept email marketing email data (email address) ?

How to generate no accept email marketing email data (email address) ? i have create a accept email marketing mail for customer to confirm accept the email marketing, but can i generate have many total email address no accept the confirm email marketing ? #Double Opt-in

1
David To
Klaviyo Employee
1 year ago
E
Contributor I
ejvfscribblerContributor I
asked in Lists, Segments, and Profiles

Can Klaviyo make the Viewed Product event segmentation more customisable?

Hello everyone. I was wondering whether Klaviyo may consider making segment creation more customisable when custom and Klaviyo properties involving user behaviour onsite are selected. At the moment, when using properties like this to segment, the only inclusion criteria it is possible to select is “equals” (see below).But can other options also be added to this? Say for example, “does not equal”; “contains”; “does not contain”? This would enable segments to be created for, in the example of “contains” segments, the segmentation of users according to a wider range of products, for example those with similar prefixes, or those of similar kinds. Let’s say you want to run a “Christmas” campaign, and you want to send an email to everyone who had viewed a product with “Christmas” in the product name. This would let you easily create that segment. It may be necessary for the “contains” option to work, to enable users to input values with free-text. At the moment it is a drop-down. Could the t

5
Taylor Tarpley
Community Manager
1 year ago
R
Contributor II
Rachel FlamContributor II
asked in Lists, Segments, and Profiles

Multiple surveys over multiple emails?

Hey all! Newbie here 😉 So - I’ve read other threads here regarding setting up a survey that links back to your manage preferences page (and subscribe form...).I don’t want to use Typeform which I see being suggested. My goal is to send out a series of campaigns, or even monthly campaigns, asking my subs to choose certain things - aka a survey. I would like whatever they click on to be added to their profile as a custom property.Not sure how to do this best? How do people run surveys natively in their campaigns and then have the property added automatically?Would I maybe set up embedded sign up forms on specific pages that I create for each survey (pages in shopify) and then have those fields link to the properties?Does that make any sense at all??🤔Or am I way over complicating it and there’s a better way?OR is my brain totally fried at this point from an entire week of setting up my new Klaviyo account and reading tons of technical articles...😝Thanks in advance for ANY and all help!

1
alex.hong
1 year ago
A
Contributor I
AdamJlawContributor I
asked in Lists, Segments, and Profiles

Facebook Leads Integration

Okay, so I’m setting up a lead form ad on Facebook. The goal is that the leads will be sync’d up with a list and flow in Klaviyo. However, when I try to link the list with the facebook lead ad in the settings I get this error, Error validating access token: Sessions for the user are not allowed because the user is not a confirmed user.What does it mean and how do i fix it? Thanks a million.

1
David To
Klaviyo Employee
1 year ago
A
Contributor I
AljonPContributor I
asked in Lists, Segments, and Profiles

Unequal number of member/s in signup forms and list and segments

Hello, guys! Nice meeting you all.I’m Aljon from Philippines, new to Klaviyo!I am just curious why I cannot view the same number of member/s under “sign-up forms” and “Lists and Segments”. This is just for trial and practice and I already have one (1) new subscriber and I can view it under “Sign-up form” but still zero (0) in “Lists and Segments”.Hoping I explained it correctly. Thank you guys in advance! Regards!

1
David To
Klaviyo Employee
1 year ago
J
Problem Solver II
jmacmanProblem Solver II
asked in Lists, Segments, and Profiles

Access "Tags" tab for the new Klaviyo Homepage

Now that the interface has been updated, there is no more a dedicated button to Edit Tags. Where do I find that now?

1
Dov
1 year ago
A
Contributor I
ameliapContributor I
asked in Lists, Segments, and Profiles

How do I trigger a flow based on a shopify customer tag?

Hello, I am trying to trigger a flow based on a customer shopify tag.  Customers with this specific tag are not in a list or segment. Is there a way I can do this or do I need to add the customers with that tag in a specific list or segment? If so, can someone please explain how I can do this? Thank you

3
alex.hong
1 year ago
N
Active Contributor I
nambirajanksActive Contributor I
asked in Lists, Segments, and Profiles

Difference between snapshot segment and convert to list?

Basically, the current client of mine doesn’t have any list. Since we can’t do a welcome flow without any list, I tried to create a segment first. So I created a segment named “Master list” with a condition of “person is not suppressed”. Now I want to convert this into a list and then connect that list to the sign up form and welcome flow so that I can activate the welcome flow. Is what I’m trying to achieve possible? If possible should I “snapshot the segment” or “convert to list” in the settings? Please let me know

5
David To
Klaviyo Employee
1 year ago
V
Contributor I
VoibonContributor I
asked in Lists, Segments, and Profiles

Will Klaviyo clean mail list for me or I need to clean the mail list by myself?

Will Klaviyo clean mail list for me or I need to clean the mail list by myself?

1
stephen.trumble
Community Manager
1 year ago
D
Contributor I
DinanJMContributor I
asked in Lists, Segments, and Profiles

Segment Shopify POS Leads by Retail Location

We have set up Shopify POS information within Klaviyo so that we’re now able to segment by people who placed an order coming from the Source “POS”. However, we have 4 different retail locations that we’re working with and want to further be able to segment by the retail location where the sign up / purchase was made. How do we pull this data from Shopify POS. Is there additional set up on the Shopify POS side or a field that I’m missing in Klaviyo? Thanks!

2
L
Contributor I
1 year ago
D
Contributor I
deadondesignContributor I
asked in Lists, Segments, and Profiles

updating email contact

Hello,I am simply trying to update a email in my AnaClare list from this email karenchill@charter.net to this email  hillkarenc@gmail.com and it is not saving? I also tried to create a new user with this email hillkarenc@gmail.com and merge the other email into it and it didn’t work. it’s a simple task that is not working?  

3
stephen.trumble
Community Manager
1 year ago
D
Contributor I
DRMaxContributor I
asked in Lists, Segments, and Profiles

Customer segment best practice

Hi Experts,I would like to set up segments in Klaviyo that all contain the buyers of my different Shopify products (1 product per segment).In the segment creator, however, I found two ways to do that:Fulfilled Order with an item selected Ordered Product with a product selected Which of these is the best practice, and how can I make sure that only people end up in the segment that really bought the product? Refunds and cancelled orders should not stay in there (this was an issue I had with my last email tool).Thank you!Max 

3
D
Contributor I
1 year ago
M
Contributor I
mortenkuskContributor I
asked in Lists, Segments, and Profiles

Creating a VIP List Invitation

HiWe have a newslist and is in the process of building af VIP list, that we will invite the most engage subscribers to.We have an invite flow that is triggeret if they meet certain criterias. But we want them to do an active accept of the invitation, click on a button or something like that. It should be as easy as possible.I’m looking for at good solution for this case. Anybody in here that have build something similar?With regradsMorten 

1
Dov
1 year ago
R
Contributor I
roblarkinsContributor I
asked in Lists, Segments, and Profiles

Form+List: Send form content to list contact on submission

I have a Contact form that is connected to a list. I’ve indicated in the list setup the Contact Email address for the person that manages submissions to this list to reply. Is there a way to set up a flow for when someone submits their info, to send the form data to the Contact Email address assigned to the list? I’m sure I’m missing something relatively simple, but I’m not seeing the solution in the flow options. TIA. Does it need to be a flow or is there a setting somewhere that should automatically forward to the indicated list Contact Email?

3
David To
Klaviyo Employee
1 year ago
C
Contributor I
CharlieovenContributor I
asked in Lists, Segments, and Profiles

How do I label my customers to put them on a list together?

I sell at events so not many sales link to Shopify.  I can’t figure out how to create a list of customers.  Any ideas?  Thanks,

5
alex.hong
1 year ago

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